Bradley & Co. Private Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 976 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
Bradley & Co. Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$34,461
-2.5%
1,1430.0%0.04%
+2.9%
Q2 2023$35,353
-0.9%
1,1430.0%0.04%
-10.3%
Q1 2023$35,684
+2.3%
1,1430.0%0.04%
-7.1%
Q4 2022$34,896
-5.7%
1,1430.0%0.04%
-4.5%
Q3 2022$37,000
-2.6%
1,1430.0%0.04%
+4.8%
Q2 2022$38,000
-7.3%
1,1430.0%0.04%
+20.0%
Q1 2022$41,000
-8.9%
1,1430.0%0.04%
-2.8%
Q4 2021$45,0000.0%1,1430.0%0.04%
-7.7%
Q3 2021$45,0000.0%1,1430.0%0.04%0.0%
Q2 2021$45,000
-26.2%
1,143
-28.5%
0.04%
-30.4%
Q1 2021$61,0001,5990.06%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders